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For accountants & bookkeepers

For accountants & bookkeepers

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1024 results found

  1. One click tax estimate.
    We often just print a tax estimate and it would be great to have one button for the tax estimate rather than having to unclick all the other options in the print menu.

    6 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  2. Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.

    4 votes

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  3. One should be able to create tax returns for Companies that switched their Financials years to calendar year, to avoid late lodgements. For Example, for the companies whose financial year is 1 Jan,2022 to 31 Dec,2022, need to wait till Jun 2023 to file their tax returns

    17 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  4. I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.

    8 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  5. The ability to view/ create Reoccurring jobs within the individual Client. at the moment its a very different setup to create Reoccurring jobs.
    Additionally the ability to convert a single job to a reoccurring job. Will make creating jobs much easier.

    12 votes

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  6. Extract not only basic information like dates, names, etc., but also line items for less manual entry or having to find outside apps to do it.

    164 votes

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     ·  11 comments  ·  Hubdoc  ·  Admin →
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  7. Hi there

    We would like to request that the GST Return, GST Reconciliation and general ledger reports are able to be included in the report packs at the practice level.

    We are requesting this function to streamline reporting for periodic GST work. We would ideally have two report packs set up at the practice level that all staff can access when preparing clients GST.

    The first report pack would be an internal review GST report pack which would include all of the reports our reviewers look at. Most of these reports we are able to add to a report pack…

    120 votes

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     ·  9 comments  ·  Xero HQ  ·  Admin →
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  8. Have a chart of accounts to be able to use for SMSF's

    3 votes

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     ·  2 comments  ·  Xero HQ  ·  Admin →
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  9. It would be hugely helpful if we could add rules under supplier settings in hubdoc much like the bank rules in Xero. E.G. Client has a home office and I want to split the electricity bill 33% to Power and 67% to Drawings. Number 1 - I won't have to try and remember what the percentage for each client is as they vary and number 2 - I would be able to use the automated function to Publish to Xero.

    6 votes

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    0 comments  ·  Hubdoc  ·  Admin →
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  10. It would be a great help if we could update status for a job as and when the timesheet is done.
    At the moment we go to each job and update the status at the end of the day. In my opinion this would save lot my time hovering around.
    I have attached a screenshot in pdf to better explain.

    60 votes

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  11. In the XPM report builder, when a firm is working as a team based client and each team composed of several staff. It would be beneficial to have the option to include additional fields of the job manager and partner in the invoice report. Currently, we are only able to select the manager and partner at the client level.

    If this feature were added, it would enable the accurate generation of reports for each staff member who completes a job and track better if each staff has a KPI of a particular budget that he/she needs to reach each month.

    5 votes

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  12. Xero Tax (UK) Ability to bring across more than 30 Fixed Assets.
    I am really disappointed to find that after entering the Fixed Asset details into the register, Xero Tax only brings across 30. Can this be looked at as manual entry could be time consuming!

    4 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  13. Xero gave us a tax estimate for deceased estates (but only within the first three years...), and on my very first trial of this new feature ran into a roadblock - I cannot find anywhere to input the PAYG Instalments paid by the deceased estate, therefore the estimate is inaccurate.

    6 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  14. For new suppliers in Hubdoc, the supplier transaction in Hubdoc at the top should continue into the Xero configuration - if it is in the Hubdoc transaction section it should continue to the bottom section in the xero configuration rather than having to enter it as a new supplier in the Xero section. Also it would be easier if xero was just to add the new supplier automatically rather than having to select add new contact every time.

    15 votes

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     ·  1 comment  ·  Hubdoc  ·  Admin →
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  15. Please can we have the ability to submit accounts and CT returns for CiC companies - this is the only thing that is preventing me from switching to Xero for all my submission needs.

    6 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  16. add more reports into report template, for example payroll report and tracking summary. Thank you.

    7 votes

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     ·  1 comment  ·  Xero HQ  ·  Admin →
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  17. Currently clients can't code or assign a tracking category on the app

    9 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  18. stop flicking us back to the 'A' names once we have finished in a clients file.. go back to where it was as it takes time to scroll through all and keep clicking 'show more or load more'

    156 votes

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    3 comments  ·  Xero HQ  ·  Admin →
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    Thanks for sharing in this idea, everyone. We understand and appreciate why you'd like to navigate back to your placing within your list of clients, however there is no work for this at present. 

    Current focus for the team is improving and enhancing syncing of clients between Practice Manager and Xero HQ.
    We'll continue to share as this work progresses and the team are able to give more attention to topical ideas like this, here.

  19. We want to be able to report on any clients with outstanding balances at any point in time, and be able to action it before the ATO start calling us or the client to chase the debt.
    There is already a report on the ATO Portal – See attached screen shot. The report contains any AS’s that are overdue and also shows any clients debt/credit they may have on the ICA.
    We also want to be able to safely ignore any and all statements of account that the ATO spam us with because often, they issue a statement of account…

    23 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  20. It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

    132 votes

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    2 comments  ·  Workpapers  ·  Admin →
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